LTC Properties (NYSE:LTC) Posts Earnings Results, Beats Expectations By $1.41 EPS

LTC Properties (NYSE:LTC) issued its quarterly earnings data on Tuesday. The real estate investment trust reported $2.09 earnings per share (EPS) for the quarter, topping analysts’ consensus estimates of $0.68 by $1.41, reports. LTC Properties had a return on equity of 3.22% and a net margin of 14.58%.The business had revenue of $82.11 million for the quarter, compared to analysts’ expectations of $84.23 million. During the same quarter in the prior year, the firm posted $0.72 EPS. The firm’s quarterly revenue was up 60.3% on a year-over-year basis. LTC Properties updated its FY 2026 guidance to 2.750-2.790 EPS and its Q1 2026 guidance to 0.660-0.680 EPS.

LTC Properties Price Performance

Shares of LTC Properties stock traded up $0.43 on Wednesday, hitting $39.48. 180,166 shares of the company traded hands, compared to its average volume of 411,348. The firm’s 50-day simple moving average is $36.43 and its 200 day simple moving average is $35.97. The company has a current ratio of 8.68, a quick ratio of 8.68 and a debt-to-equity ratio of 0.90. The company has a market cap of $1.88 billion, a P/E ratio of 54.83 and a beta of 0.62. LTC Properties has a 12-month low of $31.70 and a 12-month high of $40.05.

LTC Properties Dividend Announcement

The business also recently declared a monthly dividend, which will be paid on Tuesday, March 31st. Stockholders of record on Monday, March 23rd will be issued a $0.19 dividend. The ex-dividend date of this dividend is Monday, March 23rd. This represents a c) dividend on an annualized basis and a dividend yield of 5.8%. LTC Properties’s dividend payout ratio is presently 316.67%.

Insider Buying and Selling

In other news, EVP David M. Boitano purchased 10,000 shares of the stock in a transaction on Wednesday, December 31st. The shares were acquired at an average price of $34.44 per share, for a total transaction of $344,400.00. Following the completion of the transaction, the executive vice president directly owned 25,626 shares of the company’s stock, valued at approximately $882,559.44. This trade represents a 64.00% increase in their position. The acquisition was disclosed in a filing with the SEC, which is available through this link. 2.00% of the stock is currently owned by corporate insiders.

Hedge Funds Weigh In On LTC Properties

A number of hedge funds and other institutional investors have recently modified their holdings of the company. Royal Bank of Canada raised its holdings in shares of LTC Properties by 37.7% during the 1st quarter. Royal Bank of Canada now owns 21,344 shares of the real estate investment trust’s stock valued at $757,000 after buying an additional 5,840 shares in the last quarter. AQR Capital Management LLC grew its position in LTC Properties by 2.8% during the first quarter. AQR Capital Management LLC now owns 29,259 shares of the real estate investment trust’s stock valued at $1,037,000 after acquiring an additional 806 shares during the last quarter. Creative Planning raised its stake in shares of LTC Properties by 40.6% during the second quarter. Creative Planning now owns 11,198 shares of the real estate investment trust’s stock worth $388,000 after acquiring an additional 3,235 shares in the last quarter. American Century Companies Inc. raised its stake in shares of LTC Properties by 7.4% during the second quarter. American Century Companies Inc. now owns 18,865 shares of the real estate investment trust’s stock worth $653,000 after acquiring an additional 1,294 shares in the last quarter. Finally, Russell Investments Group Ltd. lifted its holdings in shares of LTC Properties by 61.6% in the 2nd quarter. Russell Investments Group Ltd. now owns 11,667 shares of the real estate investment trust’s stock worth $404,000 after acquiring an additional 4,447 shares during the last quarter. 69.25% of the stock is currently owned by hedge funds and other institutional investors.

Analysts Set New Price Targets

LTC has been the topic of several analyst reports. Cantor Fitzgerald set a $36.00 price target on LTC Properties in a research report on Monday, January 5th. Weiss Ratings reaffirmed a “hold (c)” rating on shares of LTC Properties in a report on Monday, December 29th. Wells Fargo & Company increased their target price on shares of LTC Properties from $36.00 to $37.00 and gave the stock an “equal weight” rating in a research note on Tuesday, November 25th. Finally, Royal Bank Of Canada boosted their price target on shares of LTC Properties from $37.00 to $38.00 and gave the company a “sector perform” rating in a research report on Monday, November 10th. One research analyst has rated the stock with a Strong Buy rating, one has assigned a Buy rating and five have issued a Hold rating to the company. According to MarketBeat.com, LTC Properties presently has an average rating of “Hold” and a consensus price target of $38.60.

Key LTC Properties News

Here are the key news stories impacting LTC Properties this week:

• Positive Sentiment: Q4 GAAP EPS and operating metrics topped expectations — company reported $2.09 EPS for the quarter (well above consensus) and revenue rose ~60% year‑over‑year, signaling stronger-than-expected recent operating results. MarketBeat Earnings Report
• Positive Sentiment: FY‑2026 guidance raised above Street estimates — LTC issued guidance of $2.75–$2.79 EPS for FY‑2026, above consensus (~$2.22), which supports a stronger full‑year outlook and may be seen as a vote of confidence in portfolio performance. LTC Reports 2025 Fourth Quarter Results and Introduces 2026 Guidance
• Neutral Sentiment: FFO slightly beat estimates — funds from operations came in at $0.70 vs. Zacks consensus $0.68 (down from $0.72 a year ago), a modest positive but not a material acceleration in FFO trends. LTC Properties (LTC) Tops Q4 FFO Estimates
• Neutral Sentiment: Company filed press release, slide deck and conference call materials — investors can review the deck and remarks for detail on rent spreads, portfolio occupancy and any one‑time items behind the EPS swing. Press Release / Slide Deck
• Negative Sentiment: Q1‑2026 EPS guidance materially missed consensus — LTC guided Q1 EPS to $0.66–$0.68 vs. consensus near $1.07, which has triggered immediate investor concern and was reported as a reason for intraday weakness in some coverage. This near‑term shortfall is the main source of downward pressure despite the FY raise. LTC Properties trades lower after Q1 2026 earnings guidance trails consensus

LTC Properties Company Profile

LTC Properties, Inc (NYSE: LTC) is a real estate investment trust that specializes in financing and investing in long-term health care properties. The company focuses on providing capital to operators of senior housing and health care facilities through sale-leaseback transactions, mortgage financings and structured finance arrangements. Its portfolio primarily comprises skilled nursing facilities, assisted living communities and memory care centers.

Since its founding in 1992, LTC Properties has built a diversified portfolio of properties located across the United States.